Create Funnelytics transactions for new Redtail CRM activities
Boost your sales process by connecting Redtail CRM and Funnelytics with this powerful workflow. When a new activity is created in Redtail CRM, it automatically triggers a transaction action in Funnelytics, saving you time on manual updates. Keep your team focused on closing deals while this seamless automation handles the data transfer behind the scenes.
Boost your sales process by connecting Redtail CRM and Funnelytics with this powerful workflow. When a new activity is created in Redtail CRM, it automatically triggers a transaction action in Funnelytics, saving you time on manual updates. Keep your team focused on closing deals while this seamless automation handles the data transfer behind the scenes.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Transaction Action
Track transaction actions, like purchases or refunds.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It